Jeffrey Barling, financial advisor Sacramento CA

Jeffrey Barling

CRD Number: 4292041
Current Firm: Aon Hewitt Financial Advisors, LLC

Jeffrey Barling (CRD# 4292041) is an Investment Advisor Representative working at Aon Hewitt Financial Advisors, LLC in Sacramento, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Hewitt Financial Services LLC Sacramento, CA Nov 2012 - Current 6
Metlife Securities Inc. Sacramento, CA Nov 2011 - Nov 2012 1
Unemployed Vacaville, CA Nov 2009 - Nov 2011 2
Citigroup Global Markets Inc. Vacaville, CA May 2007 - Nov 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Jan 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey J. Barling
Phone Number: 866-560-7256
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    26,995
    MILLIONS
  • Total Number of Accounts
    219,624
    ACCOUNTS
  • Average Account Value
    $122,916
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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